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Conference Spotlight: ESG Investing Track
Join us at these breakout sessions highlighting ESG investing!
The Alphabet Soup in ESG Investing
CDP, GRI, SASB, ESG, what does it all mean when you are looking at evaluating a company? CDP gathers environmental data. GRI produces a reporting framework. SASB’s standards inform on materiality. Speakers will discuss these tools and how to use them to rate, rank and view your portfolios. |
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Jennifer Eastes
Environmental Resources Management (ERM) |
Chris Fowle
Carbon Disclosure Project (CDP) |
Katie Eulitt
Sustainable Accounting Standards Board (SASB) |
Alex Lamb
Ernst & Young |
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ESG Integration: Perspectives on Materiality and Performance
ESG ratings, factors and analysis are increasingly being integrated into corporate management decision-making, and portfolio manager investment strategies. However, there remains much debate on the materiality of ESG data. This panel will discuss these issues from three different but intertwined ESG perspectives – corporate sustainability, ESG ratings, and integration of ESG factors into portfolio management. |
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Kimberly Gladman
GMI Ratings |
Kathee Rebernak
Framework LLC |
Natalie Trunow
Calvert Investments |
Tom Kuh
MSCI ESG Indices |
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 Password: SRI
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The Quant’s View of ESG Integration
Do ESG factors add alpha? Are portfolios taking on unmanaged risks? How does modern portfolio theory handle ESG integration? This panel will look at quantitative methods of integrating ESG data into portfolio construction and risk optimization. |
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Anton Bertolotti
Quotient Investors LLC |
Doug Cogan
MSCI ESG Research |
Christine Jantz
Jantz Morgan |
Liz Michaels
Aperio Group |
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Value and Values: Strategies for ESG Integration
Leading practitioners offer practical, strategic approaches to ESG integration. Learn an alternative to modern portfolio theory supporting an evolutionary approach to asset allocation, and a portfolio construction framework leveraging new ESG data and screening tools to efficiently build portfolios. A longtime advisor shares about building portfolios with heart and soul. |
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Hal Brill
Natural Investments |
Kathy Leonard
UBS Financial Services |
Anton Loukine
Pavilion Corporation |
Stuart Valentine
Centerpoint Investment Strategies |
Join Us in the Exhibit Hall
High visibility. Access to investors and asset managers with influence over investment portfolios worth more than $1 trillion. One of the most cost effective sponsorship opportunities available from any financial conference!
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Conference Coordinator Krystala Kalil
[email protected] | 888.774.2663
www.SRIconference.com
FAQs: Click here
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A Project of First Affirmative Financial Network, LLC, Independent Registered Investment Advisor (SEC File #801-56587)
5475 Mark Dabling Boulevard, Suite 108, Colorado Springs, Colorado 80918 | 800-422-7284 | www.firstaffirmative.com
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